See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,428 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA ADVISORS, LLC Service code 27 100 MADISON ST · SYRACUSE, NY 13202 | Advisory (Plan) | $17,214 |
REDW LLC1 year Service code 10 7425 JEFFERSON ST NE · ALBUQUERQUE, NM 87109 | Accounting | $11,000 |
M & O AGENCIES INC DBA THE MAHONEY4+ years Service code 99 1835 S EXTENSION RD · MESA, AZ 85210 | Other Fees | $9,269 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,688 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,961 | $23,224-18.4% | $71,086-73.3% | $55,725-66.0% |
| Participation rate | 75.4% | 37.9%+37.6pp | 54.7%+20.8pp | 70.9%+4.6pp |
| Annual return | -5.75% | -2.87%-2.9pp | 650.59%-656.3pp | 244.93%-250.7pp |
| Employer contribution / active EE | $589 | $436+35.0% | $1,088-45.9% | $2,078-71.7% |
| Participant deferral / active EE | $1,469 | $929+58.2% | $1,874-21.6% | $3,356-56.2% |
| Admin fee / account holder | $171 | $118+44.8% | $3,082-94.5% | $115+48.3% |